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Retire With Dignity

I help clients work towards increasing their net worth using investments and plan for unexpected life events so they can live in dignity in retirement.

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What We Do
Your Personal CFO

“To introduce me and my services to your friends, family and loved ones is the greatest compliment you can give me.”

- Tony Manasseri, CLTC®, RICP®

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How We Help
Someone You
can Trust

Tony will work with a wide variety of individuals from a first-time employee investing into a Roth IRA, to a newlywed couple purchasing life insurance, to a new parent working to save for their child’s college expenses, to the seasoned employee who just changed careers and needs to review our 401(k) rollover services, to the couple planning their retirement, to the elderly couple planning to leave their estate to their children.


Financial Planning

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Life Insurance

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Long Term Care Planning

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Who We Are
A team working
towards your goals

Tony does not discriminate based on age, race, sex, religion, or size of estate. He is willing to meet with anyone to discuss their needs and goals and to give the best advice possible.

Community
Making an impact on
the next generation

our process
We strive for excellence
as much as you do

Step 1
Meeting

Tony will visit with potential clients to investigate their needs and goals. In this first complimentary meeting, we get to know each other better and discover if we will continue to work together in the future. 

Step 2
Data

Tony will interview the client about their current financial resources, goals, and income needs for the future. eMoney, is used to both aggregate data and to analyze data about the specific client.

Step 3
Recommendations

After the Gather Data meeting, a written plan is crafted and given to the client and any recommendations for the future are presented. Every recommendation is always given with the client’s best interest in mind.

Step 4
Review

Tony will visit with clients on an annual basis (at least) in order to follow-up with their progress toward their goals.

Insights
Knowledge Library

Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

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Inventorying Your Possessions

Inventorying Your Possessions

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Contact us
If you can Dream It,
you can do it.

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